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K2's 2023 Next Generation Excel Reporting

Total Credits: 8 including 8 Accounting - Technical

Average Rating:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
8 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.

Basic Course Information

Learning Objectives
  • Name at least three deficiencies associated with traditional Excel-based reporting practices
  • Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
  • Cite the steps for creating data queries and transformations using Power Query
  • Identify the opportunities for managing Data Models in Power Pivot
  • List the steps necessary for summarizing data from a Data Model using a PivotTable
  • Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report 

Major Subjects
  • Identifying weaknesses in traditional reporting processes
  • Using leading-edge features in Excel to improve reporting practices
  • How to work with Power Query to solve common reporting challenges
  • Adding Slicers and Timelines to your Excel-based reports

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products


K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Fri, Apr 19, 2024 - 05:00am to 12:38pm AKDT
Sat, May 11, 2024 - 06:00am to 01:38pm AKDT
Fri, May 31, 2024 - 07:00am to 02:38pm AKDT
Tue, Jun 11, 2024 - 08:00am to 03:38pm AKDT
Mon, Jun 24, 2024 - 05:00am to 12:38pm AKDT
Fri, Jun 28, 2024 - 06:00am to 01:38pm AKDT
Tue, Jul 09, 2024 - 08:00am to 03:38pm AKDT
Wed, Jul 31, 2024 - 06:00am to 01:38pm AKDT
Fri, Aug 16, 2024 - 08:00am to 03:38pm AKDT
Fri, Aug 30, 2024 - 06:00am to 01:38pm AKDT
Tue, Sep 03, 2024 - 08:00am to 03:38pm AKDT
Sat, Sep 21, 2024 - 06:00am to 01:38pm AKDT
Fri, Oct 04, 2024 - 08:00am to 03:38pm AKDT
Tue, Oct 15, 2024 - 06:00am to 01:38pm AKDT
Mon, Nov 11, 2024 - 08:00am to 03:38pm AKST
Tue, Nov 26, 2024 - 06:00am to 01:38pm AKST
Tue, Dec 03, 2024 - 08:00am to 03:38pm AKST
Thu, Dec 12, 2024 - 06:00am to 01:38pm AKST
Sat, Dec 21, 2024 - 08:00am to 03:38pm AKST
Tue, Jan 07, 2025 - 06:00am to 01:38pm AKST
Thu, Jan 16, 2025 - 08:00am to 03:38pm AKST
Sat, Feb 15, 2025 - 06:00am to 01:38pm AKST
Fri, Feb 28, 2025 - 08:00am to 03:38pm AKST
Fri, Mar 07, 2025 - 06:00am to 01:38pm AKST
Tue, Mar 25, 2025 - 08:00am to 03:38pm AKDT
Fri, Apr 04, 2025 - 06:00am to 01:38pm AKDT
Sat, Apr 26, 2025 - 08:00am to 03:38pm AKDT
Thu, May 01, 2025 - 06:00am to 01:38pm AKDT
Tue, May 13, 2025 - 08:00am to 03:38pm AKDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 08/22/2023
Prerequisites Fundamental knowledge of Excel 2019 or newer
Advanced Preparation None
Designed For Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.8

Total Reviews: 20


Kelly P

"This was awesome looking forward to taking some other courses about excel. I plan on recommending this course to the rest of my team."

Mark T

"Very informative and timely. I plan on contacting K-2 in the future regarding specific issues for various clients. "

Jeff S

"Great session. I learned a lot and have several ways I plan to use what I learned today."

Ryan C

"Great capability in a speaker"

Chris A - San Antonio, Texas

"Stephens not only knows his stuff, but is thorough in his homework and super clear in his presentation. He's one of the best!"